Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Trusts & Estates and Business & Corporate Law Joint Section Meeting
Pre-Transaction Tax Planning Can Boost Your Business's Sale Price
Start Date - End Date
March 11, 2026
11:30 AM - 1:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Advance Registration Required.
Please download the registration flyer.
Please download the registration flyer.
If you are an attorney in Orange County, you may have a profile with us. Click Here to retrieve your OCBA log in credentials. For assistance, please email info@ocbar.org.
IN-PERSON & LIVE WEBINAR
Speakers:
Matthew G. Brown, Esq.
Partner, Brown & Streza LLP
Gary L. Fitzpatrick, Esq.
Partner, Brown & Streza LLP
Shaun M. McNaughton, Esq.
Partner, Brown & Streza LLP
Pre-Transaction Tax Planning Can Boost Your Business's Sale Price (Even If You Don't Use The Tax Planning)
Strategic tax planning before a sale can meaningfully increase enterprise value, strengthen negotiating leverage, and create optionality for owners. This program explores pre-transaction planning from three integrated perspectives, corporate structuring, trust and estate strategies, and tax optimization, and explains how early positioning can drive better outcomes even if the ultimate structure changes. Join us for a practical, cross-disciplinary discussion designed for advisors guiding business owners through liquidity events.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
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